--- title: "M&A Referral Programme for Professional Advisors | DFA" description: "A confidential M&A referral programme for accountants, solicitors and wealth managers. Introduce a client, keep the relationship, share the success fee." lang: en json-ld: | [ { "@context": "https://schema.org", "@type": "Organization", "name": "DealFlowAgent", "legalName": "BTB Holdings Ltd", "alternateName": "BTB Holdings Ltd", "url": "https://www.dealflowagent.com", "logo": "https://www.dealflowagent.com/media/c2cf5053-aeb5-42f9-a18a-0e0ad1cd720c.webp", "identifier": { "@type": "PropertyValue", "name": "Companies House company number", "value": "15460344" }, "address": { "@type": "PostalAddress", "streetAddress": "The Foundry, Wandsworth", "addressLocality": "London", "postalCode": "SW18", "addressCountry": "GB" }, "sameAs": [ "https://www.linkedin.com/company/dealflowagent" ], "subOrganization": { "@type": "Organization", "name": "BTB Holdings USA LLC", "description": "Delaware limited liability company" } }, { "@context": "https://schema.org", "@type": "Organization", "@id": "https://www.dealflowagent.com/#organization", "name": "DealFlowAgent", "alternateName": "DealFlow Agent", "url": "https://www.dealflowagent.com", "logo": { "@type": "ImageObject", "url": "https://www.dealflowagent.com/media/a8c3dd54-ab81-40f5-995e-50fda69ec528.webp", "width": 512, "height": 512 }, "image": "https://www.dealflowagent.com/og-image.webp", "description": "DealFlowAgent is the leading specialist M&A advisor for building services and facilities management businesses, including fire and life safety, electrical, water hygiene and Legionella, lift and elevator maintenance, HVAC, plumbing and security, plus specialist healthcare clinics and care homes across the UK and US. £500K–£100M.", "foundingDate": "2024", "founders": [ { "@type": "Person", "name": "Joe Lewin", "jobTitle": "Founder & Managing Director" } ], "address": { "@type": "PostalAddress", "streetAddress": "Battersea Power Station", "addressLocality": "London", "addressCountry": "GB", "postalCode": "SW11" }, "contactPoint": [ { "@type": "ContactPoint", "telephone": "+44-20-7293-0327", "contactType": "sales", "availableLanguage": [ "English" ] }, { "@type": "ContactPoint", "email": "joe@dealflowagent.com", "contactType": "customer service" } ], "sameAs": [ "https://www.linkedin.com/company/dealflowagent", "https://twitter.com/dealflowagent" ], "areaServed": [ { "@type": "Country", "name": "United Kingdom" }, { "@type": "Country", "name": "United States" } ], "knowsAbout": [ "Mergers and Acquisitions", "Business Valuation", "Exit Planning", "M&A Advisory", "Business Sale", "Private Equity", "Building Services M&A", "Facilities Management M&A", "Fire and Life Safety M&A", "Electrical Contracting M&A", "Water Hygiene and Legionella Compliance M&A", "Lift and Elevator Maintenance M&A", "HVAC Business Sales", "Plumbing Business Sales", "Testing, Inspection and Certification M&A", "Healthcare Clinics and Care Home M&A" ], "slogan": "The specialist M&A advisor for building services, facilities management and healthcare." }, { "@context": "https://schema.org", "@graph": [ { "@type": "Person", "@id": "https://www.dealflowagent.com/#joe-lewin", "name": "Joe Lewin", "givenName": "Joe", "familyName": "Lewin", "jobTitle": "Founder and Managing Director", "description": "Founder of DealFlowAgent. Advises owners of building services, facilities management, compliance and testing, and specialist healthcare businesses on valuation, exit readiness and the end-to-end sale process across the UK and US.", "worksFor": { "@id": "https://www.dealflowagent.com/#organization" }, "url": "https://www.dealflowagent.com/about", "email": "joe@dealflowagent.com", "telephone": "+44-20-7293-0327", "knowsAbout": [ "Mergers and Acquisitions", "Business Valuation", "EBITDA Multiples", "Exit Planning", "Sell-Side M&A Advisory", "Building Services M&A", "Facilities Management M&A", "Healthcare Clinic and Care Home M&A" ], "sameAs": [ "https://www.linkedin.com/company/dealflowagent" ] }, { "@type": "Person", "@id": "https://www.dealflowagent.com/#duncan-moore", "name": "Duncan Moore", "givenName": "Duncan", "familyName": "Moore", "jobTitle": "M&A Deal Lead", "description": "M&A Deal Lead at DealFlowAgent. Formerly a Director at the largest M&A advisory firm in the UK, owned by K3 Capital, where he managed teams of M&A advisors, analysts and associates.", "worksFor": { "@id": "https://www.dealflowagent.com/#organization" }, "url": "https://www.dealflowagent.com/about", "knowsAbout": [ "Mergers and Acquisitions", "Sell-Side M&A Advisory", "Deal Origination", "Business Valuation", "Buyer Negotiation" ] }, { "@type": "Organization", "@id": "https://www.dealflowagent.com/#organization", "employee": [ { "@id": "https://www.dealflowagent.com/#joe-lewin" }, { "@id": "https://www.dealflowagent.com/#duncan-moore" } ] } ] }, { "@context": "https://schema.org", "@type": "WebSite", "@id": "https://www.dealflowagent.com/#website", "url": "https://www.dealflowagent.com", "name": "DealFlowAgent", "description": "Specialist M&A advisory for building services, facilities management and healthcare business owners in the UK and USA", "publisher": { "@id": "https://www.dealflowagent.com/#organization" }, "potentialAction": { "@type": "SearchAction", "target": { "@type": "EntryPoint", "urlTemplate": "https://www.dealflowagent.com/blog?q={search_term_string}" }, "query-input": "required name=search_term_string" }, "inLanguage": "en" }, { "@context": "https://schema.org", "@type": "FAQPage", "mainEntity": [ { "@type": "Question", "name": "How does the fee work within my firm's referral policy?", "acceptedAnswer": { "@type": "Answer", "text": "Most firms are fine with a fee paid to the firm, with internal credit allocated however the partnership decides. We're happy to sign your firm's standard introducer agreement, or use ours, whichever is faster." } }, { "@type": "Question", "name": "Can I introduce informally before any paperwork?", "acceptedAnswer": { "@type": "Answer", "text": "Yes. A no-names conversation is fine to start. Once we both think it's a real opportunity, we sign a mutual NDA and (if applicable) your firm's referral letter before any company name is exchanged." } }, { "@type": "Question", "name": "What if my client wants me to stay involved?", "acceptedAnswer": { "@type": "Answer", "text": "Most clients do. We brief you weekly, copy you on the material we send to buyers (subject to NDA), and you stay the lead relationship. We are the M&A workstream, not the relationship." } }, { "@type": "Question", "name": "What sectors and deal sizes do you cover?", "acceptedAnswer": { "@type": "Answer", "text": "UK and US service businesses, £500K–£100M revenue. Heaviest in HVAC, fire safety, security, plumbing, electrical, healthcare (dental, care homes, vet, medispas), and professional services. If you have a profitable business outside that, send it anyway." } }, { "@type": "Question", "name": "How quickly do you respond to a referral?", "acceptedAnswer": { "@type": "Answer", "text": "Same business day. You get a written acknowledgement, and within 5 business days a no-obligation valuation view your client can react to." } }, { "@type": "Question", "name": "Do you have professional indemnity cover?", "acceptedAnswer": { "@type": "Answer", "text": "Yes, PI cover is in place for our advisory work. We're happy to share the certificate, underwriter and limit directly with your firm's risk team on request before any referral is made." } } ] }, { "@context": "https://schema.org", "@type": "BreadcrumbList", "itemListElement": [ { "@type": "ListItem", "position": 1, "name": "Home", "item": "https://www.dealflowagent.com/" }, { "@type": "ListItem", "position": 2, "name": "Referral Programme", "item": "https://www.dealflowagent.com/referral" }, { "@type": "ListItem", "position": 3, "name": "For Advisors", "item": "https://www.dealflowagent.com/referral/advisors" } ] } ] --- DealFlowAgent named Company of the Month by Building & Facility News. [![DealFlowAgent](/assets/dealflowagent-logo-white-BtiUZq_y.webp)](/) Sectors Refer an Owner [Valuation Guides](/valuation/guides)[Exit Planning](/exit-planning)[Blog](/blog)Book a Call[Careers](/careers) [🇬🇧 +44 20 7293 0327](tel:+442072930327)| [🇺🇸 +1 (447) 837-9720](tel:+14478379720) [Whatsapp](https://wa.me/442072930327)[I'm an Owner](/valuation)[I'm a Buyer](/buyside) [I'm a buyer](/buyside)[](https://wa.me/442072930327)Book a Call For Accountants, Lawyers, Financial Advisers, Growth & Hiring Agencies # When your client says 'I'm thinking about selling', who do you call? A confidential referral programme for accountants, lawyers, financial advisers and growth partners. Introduce founders considering a sale of their essential services, healthcare or building services business and earn 15 to 20 percent of our success fee on completion, backed by a written referral agreement and NDA. [Book a 30-minute discovery call](https://calendly.com/joe-dealflowagent/meetingjoe) [Back to referral hub](/referral) ![DealFlowAgent team at The Fire Safety Event 2026](/assets/02-kRG1SiWh.webp) Why this matters ## As a trusted advisory firm, platform or network operator, you are often the first person they call to discuss selling their company. That is a responsibility. Your client trusts you because you have earned it across years of tax returns, restructures, contracts and succession planning. So when they finally say the words, 'I think I am ready to sell', your recommendation carries weight. Recommending the wrong M&A advisor is not just a deal risk. It is a reputational one. The wrong process erodes trust you spent a decade building. We built this programme to be the firm you can recommend without hesitation. We work within your conduct rules, brief you weekly, and treat your client like our most important one, because to you, they are. The process Sign up in under a minute and receive your referral code. Embed the free valuation tool on your site, or send a short warm introduction email. We run the M&A workstream end to end and brief you weekly. You keep the client relationship throughout. What you earn 20 percent of our success fee on a direct introduction, 15 percent on an ambient referral through your widget. That is roughly £10,000 to £240,000 per completed sale, wired to your firm within 14 days of completion. Why trust us A written referral agreement, mutual NDA and a non circumvention clause protect every introduction. No exclusivity, no cost to you, and a referral never expires once it is logged against your code. We have advised on the sale of 22 organisations . What you are paid ## We pay you 15 to 20 percent of our success fee, wired to your firm on completion. On our typical mandates that is a payment of £10,000 to £240,000 for a single client who goes on to sell. It leaves our account within 14 days of cleared funds, to your firm or to you personally where your rules allow it. Direct introduction 20% You pick up the phone and introduce the owner to us by name. Highest rate, because the client arrives warm and already trusts the recommendation. Ambient referral 15% An owner reaches us through your link or the valuation tool on your website without you lifting a finger. Still your referral, still paid to you. Both are paid under a written referral agreement. No exclusivity, no cost to you, no expiry on a referral once it is logged against your code. Free to join ## Fill this in and we issue your partner code. Fill in the form below. We will email your custom code plus installation instructions matched to your website builder and newsletter platform. Forward that email to your IT person, website manager, or whoever looks after your site. Organisation Your name Work email Website Website built on (optional) Select your website builder or CMS WordPress Webflow Squarespace Wix Shopify HubSpot Bubble Framer Ghost Drupal Custom code / developer-managed Other / not sure Optional. If you do not know, pick "Other / not sure" and we will work it out with whoever manages your site. Newsletter platform (optional) Select your newsletter platform (optional) Substack beehiiv Kit (ConvertKit) Mailchimp MailerLite ActiveCampaign HubSpot LinkedIn newsletter We do not send newsletters Other Only if you send one. Leave it alone if you do not. What kind of partner are you Accountancy firm Bookkeeping firm Tax planning Wealth management Newsletter or media Trade body or community Consultancy Something else Who is your audience and network? Clients, customers, a wider following, or a mix of all three. Write it in your own words. The example in the box changes every few seconds to show the sort of thing that helps us. Issue my partner code We never share your client list, and we never contact your clients outside the valuation they requested. Referral economics ## What an introduction is worth. Our success fee is charged on a tiered scale, so your referral share rises with transaction value. Two tiers: 15 percent of our success fee for an ambient referral (a quiet mention or a post shared), 20 percent for a direct introduction. The figures below show your fee at each transaction value. Transaction value Ambient referral (15%) Direct introduction (20%) £1m £7,500 £10,000 £5m £30,000 £40,000 £10m £52,500 £70,000 £20m £90,000 £120,000 £50m £165,000 £220,000 £100m £240,000 £320,000 A £5m transaction introduced directly pays £40,000. Direct introductions above £20m in transaction value earn £120,000 or more, rising to £320,000 at the top of the scale. Figures show the referral share of our success fee at each transaction value, calculated on our published tiered fee scale and paid on completion under the written Referral Agreement. How it looks in practice ## Five scenarios from a real client book. Imagine a business owner in your network who is exploring a sale in the next 12 months and wants the right partner and the right expert advisor. Here is how each referral plays out, and the exact email you would send. The warm introduction email Copy, fill in, send Subject: Introduction Hi \[first name\], I would like to introduce Joe from DealFlowAgent. Joe, meet \[first name\] from \[company\]. Meet Joe. Feel free to have a chat about it and your next chapter of your journey as an entrepreneur. \[Your name\] Keep it vague. No figures, no pressure, no mention of a sale by name. The owner and Joe take it from there. Attribution is recorded from your introduction, so the code is not required for a warm intro. Warm introduction Scenario 1 Accountant Mark at Northgate Mechanical Services A £4M turnover HVAC contractor, 58 years old, sole owner. Mark mentioned at your annual review that he wants to retire in 18 months and is quietly open to a sale. He has no idea what the business is worth or who would buy it. The email you send Hi Mark, I would like to introduce Joe from DealFlowAgent. Joe, meet Mark from Northgate Mechanical Services. Meet Joe. Feel free to have a chat about it and your next chapter of your journey as an entrepreneur. \[Your name\] Outcome. Warm introduction. You send the email below. Joe calls Mark within the same business day, runs a no obligation valuation, and Mark arrives at his first buyer conversation already trusting the recommendation. Warm introduction Scenario 2 Solicitor Priya at Elmwood Care Group Priya owns a six bed residential care home group in the North West, £2.8M revenue, steady EBITDA. She came to you for succession planning and asked, off the record, what selling looks like in the next 12 months. She wants the right partner, not the first offer. The email you send Hi Priya, I would like to introduce Joe from DealFlowAgent. Joe, meet Priya from Elmwood Care Group. Meet Joe. Feel free to have a chat about it and your next chapter of your journey as an entrepreneur. \[Your name\] Outcome. Warm introduction. Your email puts Joe and Priya in touch. We map the care home buyers active in her region, build a confidential valuation, and Priya stays your client while we run the process. Warm introduction Scenario 3 Wealth manager David at Sentinel Security Systems David built a security systems installer to £2.5M EBITDA over 20 years. He is exploring a sale to de risk his concentration and fund his next chapter. He wants an advisor who knows the trade buyers and the PE platforms, not a generalist. The email you send Hi David, I would like to introduce Joe from DealFlowAgent. Joe, meet David from Sentinel Security Systems. Meet Joe. Feel free to have a chat about it and your next chapter of your journey as an entrepreneur. \[Your name\] Outcome. Warm introduction. Joe meets David, brings the named strategic acquirers and the lower mid market sponsors already on our desk, and David gets a competitive, confidential process run by a sector specialist. Ambient referral Scenario 4 Accountancy firm A visitor you never meet at A plumbing contractor in your readership Your firm writes a tax and succession blog that ranks for owner operator queries. You embed the free valuation widget on the page. An owner reads the article, enters their website address, and gets a full valuation report without speaking to anyone. Outcome. Ambient referral. The submission is stamped to your code automatically, frozen against that owner permanently. You do nothing. If that owner goes on to sell through us, 15 percent of our success fee is wired to your firm on completion. Ambient referral Scenario 5 Industry publication A member of your network at A facilities management contractor You run a trade association or industry newsletter read by 2,000 building services and facilities management owners. You place the valuation widget in your members resources page, or a one line link in your quarterly bulletin. Outcome. Ambient referral. Owners reach the valuation tool through your link, run their numbers, and the attribution is logged to you. The widget sits quietly in the background and converts readership into referred deal flow you would otherwise never see. Most partners run both tracks at once. The widget sits quietly on your site converting readership into attributed deal flow, while warm introductions continue exactly as they always have. One code, one written agreement, both paid on completion. ## How you know you will be paid. ### Confirmed in writing. Every introduction is confirmed back to you by email within 24 hours and logged against your firm. ### 18-month attribution. Your introduction is attributed to you for 18 months, whether or not you have signed the Referral Agreement at the time you make it. ### You stay in control. We never contact a business owner you have flagged until you tell us to. ### A contract you can read right now. Fees are paid on completion under the written Referral Agreement, published in full below. No surprises at the finish line. [Read the Referral Agreement](https://docs.google.com/document/d/1tw3otjX5v1AD0kSfr3LFFyir4Vil-SCaOWs2C2ZhQDw/edit?usp=sharing) Your protection ## Your client stays your client. Referral programmes fail when the introducer gets cut out. Four commitments, all of them contractual. ### We do not circumvent you Our engagement is the valuation, the improvement plan and, if the owner chooses, the sale. Whatever that owner already buys from you stays with you. Where the report surfaces work that sits in your field, we name you as the person to speak to. The referral agreement records that you are the introducing adviser and stay the introducing adviser. ### The relationship stays yours You remain the trusted adviser. We report to the owner and, where they permit it, we keep you in the loop. We never position ourselves as a replacement for the firm that introduced us. ### Your list is not our list We do not market to your clients, your subscribers or your members. Nobody enters our outbound programme because they used your widget. The only contact is about the report they asked for. ### You can see every referral Attribution is logged server side the moment a visitor enters a website address. First touch wins, permanently, with no expiry window. Your partner dashboard shows every referral and its stage in real time. Two-way referral ## Work comes back to you. The questionnaire uncovers needs long before a sale happens. Where the owner consents to an introduction and you offer the service, we send it to you first. No fee charged to you for work we pass back. ### Pre-sale tax planning Most owners have taken no advice on the tax treatment of a sale. We ask this directly in the questionnaire, so the signal is explicit rather than inferred. ### Wealth structuring on the proceeds We ask what the owner would need to receive personally and what the money is for. Owners planning retirement or a family outcome usually need advice before completion, not after. ### Accounts, audit and clean-up work Diligence readiness surfaces gaps in management accounts, add-back evidence and filed figures. That is work for a firm, and the referring firm sees it first. ### Corporate and legal support Cap table tidying, share issues and shareholder agreements come up repeatedly in the scorecard. Where you offer it, that work goes back to you. ### How we handle the data, stated plainly - \- Nothing moves without the owner ticking a consent box inside the questionnaire, naming the type of help they want. - \- You receive the owner's name, company and the nature of the need. You never receive the report, the figures or the valuation. - \- If the owner declines, you are told nothing and the referral simply continues as normal. - \- We hold and process everything under our privacy policy, and we do not use owner inputs to train external models. A Two-Way Opportunity ## Protect the relationship. Add revenue. For accounting and law firms, referring the sell-side mandate is often the difference between retaining the client for the next decade and losing the account entirely. ### Retain the client relationship. Keeping your client in-house through a sale process protects recurring audit, management-accounts and legal fees that are otherwise lost when a founder moves to a transaction-side firm. ### Add transaction-linked revenue. Post-introduction, you remain the incumbent adviser on tax structuring, completion accounts, SPA review and post-close integration workstreams. Acquirers frequently retain the incumbent adviser through the transition period. And where buyer-side workstreams arise across our network, partner firms are introduced first. ### Share in the success fee. 15% on ambient referrals and 20% on direct introductions of our completion fee, in addition to any advisory work you continue to bill directly. Our team runs a focused book of live sell-side engagements in Building Services, Facilities Management and Healthcare. Each engagement is contract-backed and worked by a dedicated deal team, with capacity actively expanding through 2026. Where we have depth ## The sectors we actually sell in. Before you recommend us to a client, here is exactly where we have buyer relationships, comparable transaction data, and sector-trained advisors. Two pillars: essential building services, facilities management, and healthcare. ### Building Services 23 niches Essential, recurring-revenue trades plus fire and life safety. Strong buyer demand from search funds, trade strategics, and PE-backed consolidators. [Fire & Life Safety](/fire-safety)[HVAC](/hvac)[Air Conditioning](/home-services/air-conditioning)[Heat Pumps](/home-services/heat-pumps)[Ventilation](/home-services/ventilation)[Refrigeration](/home-services/commercial-refrigeration)[Plumbing](/home-services/plumbing)[Drainage](/home-services/drainage)[Electricians](/home-services/electricians)[Roofing](/home-services/roofing)[Scaffolding](/home-services/scaffolding)[Electronic Security](/home-services/electronic-security)[CCTV](/home-services/cctv)[Intruder Alarms](/home-services/intruder-alarms)[Alarm Monitoring](/home-services/alarm-monitoring)[Access Control](/home-services/access-control)[Security Guarding](/home-services/security-guarding)[Building Automation](/home-services/building-automation)[Lift Maintenance](/home-services/lift-maintenance)[Asbestos Removal](/home-services/asbestos-removal)[Commercial Doors](/home-services/commercial-doors)[Garage Doors](/home-services/garage-doors)[Commercial Kitchen](/home-services/commercial-kitchen-equipment) ### Facilities Management 7 niches Recurring-service businesses keeping buildings, sites and estates running. Reliable cashflow, sticky contracts, very buyable. [Water Hygiene](/home-services/water-hygiene)[Landscaping](/home-services/landscaping)[Cleaning](/cleaning)[Pest Control](/home-services/pest-control)[Waste Management](/home-services/waste-management)[Pools](/home-services/pool)[Energy](/home-services/energy) ### Healthcare 15 niches Specialist clinics and care models with predictable demand. Active buy-side mandates from healthcare platforms, family offices, and PE. [Dental Practices](/healthcare/dental)[Veterinary](/healthcare/veterinary)[Specialist Clinics](/healthcare/clinics)[GP Practices](/healthcare/gp-practices)[Pharmacy](/healthcare/pharmacy)[Optometry](/healthcare/optometry)[Physiotherapy](/healthcare/physiotherapy)[Mental Health](/healthcare/mental-health)[Dermatology](/healthcare/dermatology)[Medispas & Aesthetics](/healthcare/medispas)[Fertility Clinics](/healthcare/fertility-clinics)[Diagnostic Imaging](/healthcare/diagnostic-imaging)[Urgent Care](/healthcare/urgent-care)[Domiciliary Care](/healthcare/domiciliary-care)[Care Homes](/healthcare/care-home) [HVAC valuation guide](/valuation/hvac-multiples) [Electrical guide](/valuation/electrical-multiples) [Fire safety guide](/valuation/fire-safety-multiples) [Browse all guides](/valuation/guides) Adjacent B2B services occasionally, ask Joe before referring outside these three pillars. Who we sell to ## Example acquirers on our desk. A live, mapped buyer network across strategic, financial and independent capital. Named counterparties are shared under NDA once a mandate is signed. Strategic acquirers UK and US trade consolidators in building services, facilities management and healthcare. Groups building regional density in HVAC, fire safety, electrical, plumbing, drainage, security and multi site clinical services. - National FM and property services groups - Regional building services consolidators - Multi site dental, veterinary and medispa groups - Insurance backed and warranty backed home services platforms Private equity Lower mid market and mid market sponsors executing buy and build theses across essential services. Both platform investments and bolt on acquisitions into existing portfolio companies. - UK and US lower mid market funds (£20m to £250m EV) - Sector specialist healthcare and services funds - Family offices with existing portfolio in the space - PE backed platforms seeking bolt ons under £20m EV Search funds and independent sponsors Individual acquirers and small cap search funds targeting single owner operator businesses, typically £1m to £5m EBITDA, with a clear succession or growth thesis. - ETA search funds (US and UK) - Independent sponsors with committed LP capital - Family owned trade buyers pursuing tuck ins Embeddable widget ## Put our free valuation tool on your own website. Accountants, bookkeepers, wealth advisers, newsletters and trade bodies host the tool under their own brand. Your visitors get a real written valuation report. You are paid a share of our success fee when a referral completes. ### Live in five minutes One line of code in your site. No build, no plugin, nothing to maintain afterwards. ### Works on every platform WordPress, Webflow, Squarespace, Wix, Ghost, Substack, HubSpot, Bubble or plain HTML. ### Attribution built in Every enquiry through your widget is tagged to your partner code for an 18 month window. The one line you paste Copy the snippet Your live code, with your firm name and theme, is issued when you join. There is a Send to IT option if someone else looks after your website. How it pays you 1. 1 You fill in the short form above and we issue your own partner code straight away, along with a themed snippet. 2. 2 You paste the snippet where you want the tool to appear, usually in an article or the footer of a client page. 3. 3 A business owner enters their website address and receives a written valuation and improvement report. 4. 4 The lead lands with us tagged to you. You are paid 15 percent of our success fee when that sale completes. [See the widget and get your code](/partners/valuation-widget)[Read the adviser terms](/referral/advisors) How the partnership works ## Three steps, from first call to first introduction. 1. 01 ### Review this page, then book a discovery call. Read the mandate scope, sector focus and referral economics above. When ready, book a 30 minute confidential call with our partners desk. We answer every question on economics, attribution, timing and process, and address any points on the Referral Agreement. 2. 02 ### Countersign the agreement and start making introductions. Review and countersign the Referral Agreement and, where required, a mutual NDA. Then introduce us to business owners in your network. A short email, a WhatsApp intro, or a name flagged privately to our team is all it takes. Every introduction is logged against your firm. 3. 03 ### We work with the founder wherever they are in the journey. Some founders are one to five years from a sale. Others are ready in the near term. We support both. Businesses above 5m in revenue are typically onboarded at no cost. Below 5m, a modest engagement fee applies, in most cases a few thousand pounds, covering our valuation and positioning work. From there we run the end to end process: valuation report, business optimisation where useful, curated buyer outreach, negotiation and completion. Start here ### Book a 30 minute confidential discovery call. Held with our partners desk. Covers economics, attribution, sector fit and the Referral Agreement. No obligation to proceed. [Book a 30-minute discovery call](https://calendly.com/joe-dealflowagent/meetingjoe)[Read the Referral Agreement](https://docs.google.com/document/d/1tw3otjX5v1AD0kSfr3LFFyir4Vil-SCaOWs2C2ZhQDw/edit?usp=sharing) Fee disclosure, handled ## Can your firm accept this fee? Yes. Here is how. Regulated professionals can receive referral fees with informed client consent and written disclosure. Most firms use one of three routes. Route one: an advance consent paragraph in your engagement letter stating the likely fee range. Route two: a specific consent letter per referral, signed before the introduction proceeds. Route three: rebate the fee to your client, or waive it entirely, and refer because the outcome is right. We provide the client consent and disclosure templates for all three routes, compatible with RQ, the referral platform ICAEW offers its members. Growth and hiring agencies without a professional conduct framework can skip this section entirely. This is a summary of the framework, not legal advice. Your firm's professional obligations govern. [Request the Partner Pack](mailto:joe@dealflowagent.com?subject=Partner%20Pack%20request) How we work with advisor firms ## Built for professional firms. ### Conduct-rules respected We work within your firm's professional conduct framework. Disclosures, conflict checks, fee structures, tell us your constraints and we paper to them. ### Your client, your relationship You stay the trusted advisor. We handle the M&A workstream, you stay the senior counsel the client called first. We don't cross-sell or compete on your other lines. ### Institutional-quality process Valuation, anonymised buyer outreach, IM, NDA management, LOI, DD coordination. The kind of process you would want for your own client, that is the only standard we know. ### Fee to firm or personally 15% on ambient referrals, 20% on direct introductions of our success fee. Structured to your firm where required, personally where allowed. Deal-linked and paid on completion — see the fee table above for the exact figure at each transaction value. Other referral paths ## Not the right fit? Try another door. [ ### Buyer / Investor Recover sunk diligence cost on businesses outside your mandate. ](/referral/buyers)[ ### Refer an Owner A simple introduction for someone in your network thinking about an exit. ](/referral)[ ### Software Platform Field service, payments, invoicing and AI-native tools. Host the valuation tool for your customers. ](/referral/platforms)[ ### Embed the Valuation Tool One line of code on your site. 15 percent of our success fee on completion. ](/partners/valuation-widget) ## Latest announcements [![Building & Facilities News names DealFlowAgent Company of the Month announcement cover](/assets/company-of-the-month-building-facilities-news-2026-Br7-aO4K.jpg)Company of the Month Building & Facilities News names DealFlowAgent Company of the Month The July 2026 feature on sector specialism, buyer relationships and what actually drives value for owners. ](/blog/company-of-the-month-building-facilities-news-2026)[![Martin Watson joins DealFlowAgent announcement cover](/__l5e/assets-v1/cb678acf-553d-43d7-85f3-82f6c174523b/martin-watson-joins-dealflowagent-cover.png)Senior Industry Advisor Martin Watson joins DealFlowAgent Chair of both the Fire Industry Association and the British Security Industry Association, after three decades in fire and security including Mitie. ](/blog/martin-watson-joins-dealflowagent-fire-security-advisory)[![Nick Barker joins as Industry Partner announcement cover](/__l5e/assets-v1/65c42b7f-b12d-46f7-b4e0-63df6f3383e6/fm-talent-partners-dealflowagent-cover.png)Industry Partner Nick Barker joins as Industry Partner Founder of FM Talent Partners, helping owners close key-person dependency gaps before a sale and connecting buyers with senior operators. ](/blog/valuation-gaps-key-person-dependency-fm-talent-partners) [![DealFlowAgent](/assets/dealflowagent-logo-white-BtiUZq_y.webp)](/) Specialist M&A advisory for Building Services, Facilities Management, and Healthcare business owners. Dedicated advisors, systematic buyer research, confidential process. London HQ · Battersea Power Station, SW11 8BZ New York · Manhattan, NY ### Building Services - [Testing, Inspection & Certification](/tic) - [Fire Safety & Security](/fire-safety) - [HVAC & Heating](/hvac) - [Heat Pumps](/home-services/heat-pumps) - [Electricians](/home-services/electricians) - [CCTV](/home-services/cctv) - [Access Control](/home-services/access-control) - [Security Guarding](/home-services/security-guarding) - [Water Hygiene](/home-services/water-hygiene) - [Browse all 30+ sectors →](/home-services) ### Healthcare - [Dental Practices](/healthcare/dental) - [Care Homes](/healthcare/care-home) - [Veterinary](/healthcare/veterinary) - [Personal Care](/healthcare/personal-care) - [Podiatry](/healthcare/podiatry) - [Urgent Care](/healthcare/urgent-care) - [Dermatology](/healthcare/dermatology) - [Browse all healthcare →](/healthcare) ### Technology & Professional Services - [B2B SaaS & Technology](/technology) - [IT Managed Services](/technology/it-managed-services) - [Accounting Firms](/technology/accounting-firms) - [Law Firms](/technology/law-firms) - [Insurance Brokerage](/technology/insurance-brokerage) - [Digital Marketing Agencies](/technology/digital-marketing-agency) - [E-Commerce](/ecommerce) ### Sell Your Business - [Off-Market Register](/off-market) - [Buyer Intelligence](/buyer-match) - [Valuation Guides](/valuation/guides) - [Already Approached?](/already-approached) - [Live Mandates](/mandates) - [Off-Market Register](/off-market) ### For Buyers - [Buy-Side Coverage](/buyside) - [Buyer Match](/buyer-match) - [Buyer Registration](/buyside) - [Live Mandates](/mandates) - [Acquisition Briefs](/acquisition-briefs) - [All Listings](/for-sale) - [Featured Opportunities](/opportunities) ### Resources - [Blog & Insights](/blog) - [Valuation Guides](/valuation/guides) - [Public Market Benchmarks](/public-market-benchmarks) - [Exit Planning](/exit-planning) - [Exit Readiness](/exit-readiness) - [AI Automation Guide](/ai-automation-for-service-businesses) - [Comparisons](/comparisons) - [Case Studies](/case-studies) - [Media / Press](/media) - [Company of the Month](/company-of-the-month) - [FAQ](/faq) - [Sitemap](/sitemap) ### Company - [About Us](/about) - [Contact](/contact) - [Careers](/careers) - [Pricing](/pricing) Building Services Healthcare Technology & Professional Services Sell Your Business For Buyers Resources Company Referral Programme ### Earn introducer fees on every successful deal Tailored programmes for sellers, buyers, advisors, and niche operators across building services, facilities management, and healthcare. [Programme overview](/referral) [→ Refer a Seller (Operators)](/referral/operators)[→ Refer a Buyer](/referral/buyers)[→ Advisor Referrals](/referral/advisors)[→ Platform Referrals](/referral/platforms)[→ Embed the Valuation Widget](/partners/valuation-widget)[→ Building Services Referrals](/referral/operators)[→ Healthcare Referrals](/referral/operators)[→ Programme Overview](/referral) ### Locations [London](/locations/london)· [Manchester](/locations/manchester)· [Birmingham](/locations/birmingham)· [South East](/locations/south-east)· [Florida](/locations/florida)· [Miami](/locations/miami) ### Partnerships [Advisor Partnership](/advisorpartner)· [Strategic Partnerships](/partnerships)· [Buyers (Building Services)](/buyers-home-building-services)· [Radio Partner](/radio) © 2026 DealFlowAgent. All rights reserved. [Privacy Policy](/privacy)· [Terms of Service](/terms)· [Comparisons](/comparisons)· [Sitemap](/sitemap) [](https://www.linkedin.com/company/dealflowagent)[](https://twitter.com/dealflowagent)[](mailto:joe@dealflowagent.com) DealFlowAgent is a trading name of BTB Holdings Ltd, registered in England and Wales, company number 15460344, The Foundry, Wandsworth, London SW18. US operations are conducted through BTB Holdings USA LLC, a Delaware limited liability company. DealFlowAgent provides M&A advisory services. Investment outcomes are not guaranteed. Past performance is not indicative of future results. All transactions are subject to due diligence and regulatory approval where applicable. Menu Sectors Refer an Owner [Valuation Guides](/valuation/guides)[Exit Planning](/exit-planning)[Blog](/blog) Book a Call [Careers](/careers)[Message us on WhatsApp](https://wa.me/442072930327) [UK +44 20 7293 0327](tel:+442072930327)[US +1 (447) 837-9720](tel:+14478379720) [I'm an Owner](/valuation)[I'm a Buyer](/buyside)